387 episodes

QuickFS Link: https://quickfs.net/?via=focused

Twitter: @Focusedcompound

Email: info@focusedcompounding.com

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.


Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Focused Compounding Andrew Kuhn & Geoff Gannon

    • Business
    • 4.9 • 233 Ratings

QuickFS Link: https://quickfs.net/?via=focused

Twitter: @Focusedcompound

Email: info@focusedcompounding.com

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.


Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

    EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN

    EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN

    QuickFS Link: https://quickfs.net/?via=focused​
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com
    Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla

    • 40 min
    EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.

    EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.

    QuickFS Link: https://quickfs.net/?via=focused​
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com
    Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla

    • 28 min
    EP 338. The Fed's Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: What now?

    EP 338. The Fed's Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: What now?

    QuickFS Link: https://quickfs.net/?via=focused​
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com
    Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla

    • 1 hr 2 min
    EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America's Car-Mart

    EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America's Car-Mart

    QuickFS Link: https://quickfs.net/?via=focused​
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com
    Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla

    • 1 hr 14 min
    EP 336. An Inside Look at Managing Investor Capital

    EP 336. An Inside Look at Managing Investor Capital

    QuickFS Link: https://quickfs.net/?via=focused​
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com
    Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla

    • 55 min
    EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, and Much More

    EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, and Much More

    QuickFS Link: https://quickfs.net/?via=focused​
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com
    Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla

    • 1 hr 1 min

Customer Reviews

4.9 out of 5
233 Ratings

233 Ratings

Pinky1776 ,

The number one value investing podcast (At least in my book!)

Focused Compounding is the first value investing podcast I listened to and, in my humble opinion, it’s also the best value investing podcast. I love the dynamic between Geoff and Andrew: Andrew asks Geoff questions (or reader questions) and lets Geoff take center stage. It’s like listening to Einstein interviewing Niels Bohr with Einstein shining a light on Bohr rather than trying to show off his own knowledge (or perhaps Munger interviewing Buffett or vice-versa!).

I also enjoy how, without dumbing anything down, Andrew and Geoff make value investing concepts accessible to people who don’t follow stocks too closely but still consider themselves value investors (like this review’s author). While I enjoy the handful of other value investing podcasts out there, I feel that they get a little too value-nerdy… where, to really understand the discussion, it helps to read Value Investors Club regularly so you’re in-the-know on the hotly debated value stocks there.

Lastly, a disclosure: I’m an investor in Geoff and Andrew’s fund. However, the whole reason I became an investor in the first place is because of this podcast: I learned how the two of them think and that gave me the confidence to put money with them. Not trying to encourage anyone to invest or not invest with them, just pointing out that the podcast is so good that I decided to invest with them!

Travis331489 ,

Best investing podcast

Great insights and discussion, hardcore investing podcast

Deezeezy ,

Good

Useful explanations, very simple. Thanks guys. Gave 4 instead of 5 stats because can get a little boring and repetitive

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